Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 778 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
20,073
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 44.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$2.21 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,637
shares
|
$2.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,570
shares
|
$2.16 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
19,485
shares
|
$2.15 Million
1.11% of portfolio
|
Q4 2024
Added 84.15%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,444
shares
|
$2.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
19,288
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
19,249
shares
|
$2.12 Million
0.38% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
19,244
shares
|
$2.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 89.35%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,233
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
19,068
shares
|
$2.1 Million
0.8% of portfolio
|
Q4 2024
Added 96.05%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
18,780
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 42.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
18,749
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
18,620
shares
|
$2.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
18,566
shares
|
$2.05 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
18,329
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 30.65%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,190
shares
|
$2.01 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
18,090
shares
|
$2 Million
0.63% of portfolio
|
Q4 2024
Reduced 97.95%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
17,723
shares
|
$1.96 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
17,540
shares
|
$1.93 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
17,233
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
17,192
shares
|
$1.9 Million
1.17% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,050
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 64.01%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,023
shares
|
$1.88 Million
1.22% of portfolio
|
Q4 2024
New holding
|